Purchases and Sales Made in Q2 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q2 2023. The information is specifically focused on institutions that hold shares of Chubb Ltd.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-544- 5.06% |
$101K - $111K
|
10.2K
$2.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-555- 13.6% |
$103K - $113K
|
3.53K
$940K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-565- 41.76% |
$104K - $116K
|
788
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-567- 2.7% |
$105K - $116K
|
20.4K
$5.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-571- 1.21% |
$106K - $117K
|
46.7K
$12.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-587- 3.85% |
$109K - $120K
|
14.7K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-591- 20.18% |
$109K - $121K
|
2.34K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-596- 34.06% |
$110K - $122K
|
1.15K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-600- 0.31% |
$111K - $123K
|
190K
$50.7M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-600- 3.85% |
$111K - $123K
|
15K
$4M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-603- 26.67% |
$112K - $123K
|
1.66K
$442K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-607- 11.67% |
$112K - $124K
|
4.59K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-609- 13.14% |
$113K - $125K
|
4.03K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-610- 1.28% |
$113K - $125K
|
47.2K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-616- 0.6% |
$114K - $126K
|
103K
$27.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-633- 3.57% |
$117K - $129K
|
17.1K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-636- 3.64% |
$118K - $130K
|
16.9K
$4.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-642- 7.87% |
$119K - $131K
|
7.51K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-644- 1.14% |
$119K - $132K
|
55.9K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-646- 4.54% |
$119K - $132K
|
13.6K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-670- 1.33% |
$124K - $137K
|
49.7K
$13.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-674- 23.28% |
$125K - $138K
|
2.22K
$592K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-699- 15.89% |
$129K - $143K
|
3.7K
$986K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-701- 48.15% |
$130K - $143K
|
755
$201K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-707- 1.08% |
$131K - $145K
|
64.8K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-715- 0.83% |
$132K - $146K
|
85K
$22.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-736- 7.71% |
$136K - $151K
|
8.8K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-744- 3.96% |
$138K - $152K
|
18.1K
$4.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-745- 12.55% |
$138K - $152K
|
5.19K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-782- 39.3% |
$145K - $160K
|
1.21K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-790- 1.76% |
$146K - $162K
|
44.2K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-800- 11.84% |
$148K - $164K
|
5.96K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-839- 0.31% |
$155K - $172K
|
270K
$72M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-847- 3.91% |
$157K - $173K
|
20.8K
$5.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-863- 8.08% |
$160K - $176K
|
9.82K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-871- 1.51% |
$161K - $178K
|
56.9K
$15.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-876- 0.31% |
$162K - $179K
|
278K
$74.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-877- 25.06% |
$162K - $179K
|
2.62K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-885- 50.08% |
$164K - $181K
|
882
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-888- 30.91% |
$164K - $182K
|
1.99K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-903- 2.2% |
$167K - $185K
|
40.1K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-911- 3.21% |
$168K - $186K
|
27.4K
$7.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-914- 1.67% |
$169K - $187K
|
53.7K
$14.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-951- 23.7% |
$176K - $194K
|
3.06K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-953- 0.21% |
$176K - $195K
|
446K
$119M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-980- 5.35% |
$181K - $200K
|
17.3K
$4.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-982- 8.59% |
$182K - $201K
|
10.5K
$2.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-986- 45.69% |
$182K - $202K
|
1.17K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-1K- 27.78% |
$185K - $205K
|
2.6K
$693K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-1.01K- 25.22% |
$187K - $207K
|
3K
$801K
|